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Oxford Wealth Group’s Robinhood HOOD Stock Holding History

Oxford Wealth Group’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$556K Sell
8,025
-576
-7% -$50.6K 0.3% 56
2025
Q4 		$973K Buy
+8,601
New +$1.12M 0.47% 43

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Wealth Group's HOOD Position: Q1 2026 in Review

Oxford Wealth Group reduced its Robinhood (HOOD) stake by 6.7% in Q1 2026, selling an estimated $50.6K and leaving 8,025 shares worth $556K. The position accounts for 0.3% of the portfolio, ranked #56.

Oxford Wealth Group first reported a position in HOOD in Q4 2025 and has held it in 2 quarters since. The position peaked at $973K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Oxford Wealth Group held 8,025 shares of Robinhood worth $556K as of Q1 2026.
  • Oxford Wealth Group sold 576 Robinhood shares in Q1 2026, an estimated $50.6K.
  • Robinhood made up 0.3% of Oxford Wealth Group's portfolio in Q1 2026, its #56 holding.
  • Oxford Wealth Group first reported a position in Robinhood in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Robinhood position peaked at $973K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.